Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,217 | $148,623-10.4% | $135,974-2.0% | $139,466-4.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.68% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $5,455 | $5,246+4.0% | $4,859+12.3% | $4,754+14.7% |
| Participant deferral / active EE | $20,679 | $8,103+155.2% | $7,760+166.5% | $6,712+208.1% |
| Admin fee / account holder | $13,598 | $12,406+9.6% | $10,767+26.3% | $11,409+19.2% |